Investing in the Best Founders

[00:01:28] – (First Question) – What Brian looks for when evaluating companies

[00:02:38] – What a moat looks like in investing

[00:03:11] – Most memorable initial moat

[00:04:17] – How he evaluates a potential market

[00:05:28] – Attributes they look for in founders

[00:06:24] – Most significant technological changes and how they have impacted his investment strategy

[00:08:57]– The sourcing of his deals

[00:13:00] – Qualities he likes at various stages of deal sourcing

[00:13:46] – How he evaluates the teams he may fund

[00:15:17] – His take on the pricing landscape for deals

[00:16:13] – How he allocates his time as a board member

[00:17:16] – Thoughts on long term stock exchange

[00:18:26] – How much research does he do on an industry in order to stay on top of his investments

[00:20:10] – Outside information he follows

[00:21:20] – Other investors he’s learned a lot from

[00:23:12] – What values does Peter Thiel instill in the partners

[00:24:05] – Process of StemCentrics

[00:26:03] – Other places holding his interest today

[00:26:57] – His interest in e-sports

[00:31:44] – Interactions with LP’s

[00:32:51] – What they look for in recruiting new partners

[00:34:32] – How geography impacts the opportunity for new ideas

[00:36:24] – Opportunities in public companies and other investment types

[00:37:57] – Aspects of overseeing a startup venture

[00:39:26] – Kindest thing anyone has done for him